TCWA
Turtle Creek Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
+9,055
| New | +$629K | 0.07% | 153 |
|
|
2024
Q4 | – | Sell |
-8,147
| Closed | -$689K | – | 136 |
|
|
2024
Q3 | $689K | Buy |
8,147
+788
| +11% | +$66.6K | 0.14% | 86 |
|
|
2024
Q2 | $521K | Buy |
7,359
+13
| +0.2% | +$921 | 0.12% | 90 |
|
|
2024
Q1 | $469K | Sell |
7,346
-44,998
| -86% | -$2.88M | 0.12% | 94 |
|
|
2023
Q4 | $3.18M | Buy |
+52,344
| New | +$3.18M | 0.94% | 32 |
|